EIN 45-2430087

The Henry M Paulson JR Institute

IRS 501(c) type
501(c)(3)
Num. employees
29
Year formed
2011
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Henry M Paulson JR Institute is a private foundation located in Chicago, IL. Its purpose is conservation, and it primarily funds lecture series, student interns, and other events that analyze compliance and conformity of the ecological protection redline and urban coastal zone planning in 10 regions in China. The institute's grantees include University Of Chicago and others, and it made two grants last year.
Total revenues
$1,010,985
2023
Total expenses
$5,936,203
2023
Total assets
$12,460,230
2023
Num. employees
29
2023

Program areas at The Henry M Paulson JR Institute

Sustainable urbanization our sustainable urbanization work is is focused on The energy, transportation, and building systems that underpin The transition to a more sustainable economy. Through our programs, publications, and high-level advocacy, we work to support a transition to this more sustainable economic model in both china and The united states. Research and publicationswe produce thought leadership on policy, technology and market-based solutions that will advance china's industrial and energy-sector transformation. Our 2015 work included six papers: five with a focus on power sector reform and one about creating a sustainable economic transition in china's jing-jin-ji capital region. Mayor's training program on sustainable urbanizationthe mayors training program, organized in conjunction with cciee is now in its fourth year. In 2015, our delegation came from The province of zhejiang. The three-week-long program included time in beijing, chicago, portland, and san francisco for 2015. The delegation visited model projects; listened to experts on energy, transportation, water, and other sustainability issues. Cities of The future prizethe pi cities of The future prize, in its third year in 2015, is an opportunity for The Institute to highlight some of The best work being done within china to address pressing sustainability challenges. Projects that receive The grand prize or an honorable mention become well-known within china because of The media attention The prize receives, and they become primary case studies for our ongoing research and advocacy work. The 2015 prize was won by anheng group's sustainable city water supply network leakage control solution, which stood out for its use of cloud and big data technology to solve a common problem worldwide: urban water supply leakage.annual conference on sustainabilityco-organized with cciee, The 5th conference was held in beijing in october 2015. The conference is an opportunity to convene our strong community of senior officials, researchers and business people. The one-day program, kicked off by zeng peiyan and hank Paulson, leverages The research and projects of The past year, to engage experts in discussions that could shape tomorrow's policies and practices.risky business projectrisky business highlights The economic risks to The us caused by unmitigated climate change. Hank Paulson is a founding co-chair of The project and pi (through vice chair kate gordon, The founding executive director of The project) is a major driver of its work.the Institute's ceo council for sustainable urbanization is comprised of 17 ceos from leading u.s. and chinese global corporations. Council members are working together to advance sustainable urbanization through collaborative pilot projects, policy advocacy and research, in The areas of energy efficiency, green buildings and sustainable supply chains. The aim is for The council to be a model of cross-border cooperation between corporations from both countries working to share and gain insights on greening business practices and to demonstrate solutions to sustainability challenges.
Climate change and air qualitythis program advances solutions to climate change and air pollution in china and The united states, ultimately contributing to sustainable and mutually beneficial economic growth. This is done through research, projects, advocacy, and working together with a network of nonprofit, commercial, and government organizations.
Conservation, energy, and environmentour work is focused on The energy, transportation, and building systems that underpin The transition to a more sustainable economy. We believe that truly sustainable economic growth is only possible if it simultaneously advances economic prosperity, a healthy environment, and low-carbon development solutions in The face of climate change. Through our projects, events, publications, and high-level advocacy, we work to support a transition to this more sustainable economic model in both china and The united states. The overarching goal of pi's conservation programs is to protect The critical ecosystems and biodiversity with global significance in china and other countries that are china's major overseas investment destinations or major commodity trade partners. The programs focuses on three thematic areas and they are: 1) support The chinese government to strengthen conservation of The coastal wetlands; 2) support The chinese government to establish a national park system; and 3) support The chinese government and business sectors to minimize The environmental impacts of china's overseas investment and import of commodities. Specific achievement for each of The three programs are as follows:1. National park program: we signed a collaborative agreement with ndrc of The chinese government and launched four projects in 2015 to develop policy recommendations for designing national level governance structure and technical guidelines for The pilot national parks in selected provinces. An international case study of The national park systems in 6 countries was conducted to learn The lessons and experience from these countries. An international workshop was organized in beijing and international experts from usnps and brazil and chinese experts made presentations to The chinese government officials from central and provincial levels to help them improve The leadership on development of national park system.2. Coastal wetland conservation program: we continued The three project which were launched in 2014, and two of The three were completed in 2015. The coastal wetland conservation blueprint project identified The conservation priorities, threats to The conservation targets and developed major policy recommendations for central and local governments to strengthen The conservation of these priority wetlands. The poynag lake project developed adoptive water level and fishery management strategies to improve The habitats of The migratory birds. The coastal wetlands conservation network and training project was launched in 2015 and 3 training programs were conducted in hk maipu for The officials and wetland managers.3. Environmental impact of china's going global: we launched The sustainable soy trade project between china and south america and have been engaging key players from china and brazil to develop strategies on decreasing deforestation and conversion of natural grasslands for soy plantation in brazil. We built a consortium of four international conservation organizations and chinese and multinational companies to support these companies to develop responsible sourcing of soy from brazil. We also conducted two workshops in china to increase The awareness and capacity of chinese companies on building a green supply chain and also organized one study tour of chinese delegation to visit brazil to enhance their understanding of The impacts of rapid and large scale expansion of soy plantation on The natural forests and grassland in brazil and to facilitate The direct communication between chinese soy importers and brazilian soy plantation farmers and exports.
The university of chicagothe Institute sponsors a series of lectures and presentations at The university of chicago's hyde park campus featuring distinguished speakers. The Institute sponsors research and fellowship opportunities for university of chicago students and scholars. In addition, The university of chicago is an essential partner on Institute activities and programs.think tankthe Institute's "virtual" think tank publishes scholarly papers and case studies from leading scholars on important economic issues facing china (or china's relationship with The world economy) today. The Institute's papers offer practical policy and business ideas and prescriptions. The Institute's publications have focused on a range of topics, from pension and tax reform, to The introduction of environmental standards into bank lending, to new business models against The backdrop of a changing global agriculture industry.cross-border investmentthe Institute is committed to helping expand cross-border investment between The united states and china. There are compelling incentives for both countries to increase direct investment. For china, investing in The united states offers The opportunity to diversify risk from domestic markets and move up The value-chain into higher-margin industries. For The united states, leveraging chinese capital can help to create and sustain american jobs.the Institute's programs aim to develop successful investment models, overcome specific barriers to investment in both countries, and convene potential investors in creative ways.
Conservationthe Institute's conservation program addresses some of The most pressing environmental challenges facing china and The world. It focuses on three priority areas: wetlands, national parks, and responsible trade and investment. These work streams support The protection of natural coastlines, shape The new architecture for protected areas, including national parks, and works to reduce The global environmental impact arising from overseas investment and international commodity trade from countries like china and brazil. Activities range from site-based pilots and demonstrations, capacity building, to national-level policy advocacy and collaboration at a global level.
Think tankmacropolo is a think tank that creates distinctive and impactful work to decipher The macro trends and defining questions that will shape The global economy and politics for decades to come. Deglobalization, decarbonization, debt, and demographics are four of The macro themes that are explored.
Green financethe green finance center, established in 2018, supports The greening of The financial system by moving green finance from a philanthropic niche to The mainstream of markets. The center houses The Institute's efforts on green finance including carbon markets development, fintech and sustainability and green taxonomies. Building on these efforts and by focusing on three core areascarbon, finance, and fintechthe center aims to promote market-driven solutions to foster a vibrant international green finance market through convening, advocacy, thought leadership, and our expertise.
Payments from ceo council members

Who funds The Henry M Paulson JR Institute

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Dalio Family FundTo Support General Operations$1,000,000
Schwab Charitable FundInternational, Foreign Affairs$500,000

Personnel at The Henry M Paulson JR Institute

NameTitleCompensation
Kelley FolinoChief of Staff To Chairman Henry M Paulson , Junior and Chief Operating Officer of the Paulson Institute$162,155
Deborah M. LehrVice Chairman and Executive Director$150,304
Jerry YuChief Representative of China Office and Managing Director
Kristin GomezDirector of Communications and Strategic Initiatives$171,385
Yongji DongDirector , Government Affairs , Paulson Institute Beijing Representative Office
...and 7 more key personnel

Financials for The Henry M Paulson JR Institute

RevenuesFYE 12/2023
Total grants, contributions, etc.$1,000,000
Investment income and dividends$683,648
Net rental income$0
Net gain from sale of non-inventory assets$-673,527
Gross sales of inventory$0
Miscellaneous revenues$864
Total revenues$1,010,985

Form 990s for The Henry M Paulson JR Institute

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990PFView PDF
2022-122023-11-14990PFView PDF
2021-122022-11-16990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-10-06990PFView PDF
...and 9 more Form 990s

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Data update history
March 2, 2025
Posted financials
Added Form 990PF for fiscal year 2023
October 31, 2024
Updated personnel
Identified 4 new personnel
January 2, 2024
Received grants
Identified 1 new grant, including a grant for $1,000,000 from Dalio Family Fund
December 25, 2023
Posted financials
Added Form 990PF for fiscal year 2022
December 24, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Family foundationsHeadquarter / parent organizationsCharities
Issues
Foreign affairs
Characteristics
Political advocacyLobbyingOperates internationallyNational levelTax deductible donationsAccepts online donations
General information
Address
625 N Michigan Ave Suite 2500
Chicago, IL 60611
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Website URL
paulsoninstitute.org/ 
Phone
(312) 450-8205
Facebook page
thepaulsoninstitute 
Twitter profile
@paulsoninst 
IRS details
EIN
45-2430087
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Not Operate or Solicit for Charitable Purposes
Charity Registration status
Delinquent
FTB status revoked
Not revoked
AG Registration Number
CT0227211
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2025-03-05
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